North American Forest Carbon – State of Sector & Market Dynamics

Tuesday, 7th July 2026

12:00 pm ET | 9am PT

North America’s forest carbon market is splitting in two, and the next few years will decide who profits and who is left holding stock. Join cCarbon’s offsets team and a panel of leading market experts for a 60-minute live session unpacking our new flagship State of Sector report.

The headline is surplus. US IFM now carries close to a decade of inventory sitting unsold — a real risk for investors and developers banking on it clearing. Some of the compliance markets we cover are sliding the same way, into oversupply; others are primed for a prolonged, potentially profitable shortage. Knowing which is which is the whole game.

Then there’s demand. SBTi’s draft Net-Zero Standard could become the engine of “self-mandated” removals buying — but it will land asymmetrically, rewarding some credit types and stranding others. We set out where the new demand hits, why ICVCM CCP approval increasingly decides what sells, and the pitfalls now emerging for developers and investors who misread the shift.

Expect cCarbon’s forward price views, candid panel insight, and a live audience Q&A.

Who should attend: developers, investors, traders and corporate buyers who need a clear, current read — and an early warning on the risks.

Reserve your place, and bring your questions.

Panellists:

David Stevenson
President, Finite Carbon

David Stevenson is a professional forester with over 30 years of experience in Canada, the most recent 5 years of which have been with Finite Carbon where he led its launch in Canada and was named President in 2025. Previously, he held leadership roles in the Saskatchewan’s Climate Change and Forest Service Branches, contributing to climate change policy, carbon pricing frameworks, and forest renewal policy and programs. Having worked also for consultants and industry, he began his career planting trees in northern Ontario.

Nathan Truitt
Vice President of Climate Funding, American Forest Foundation

As Executive Vice President of Climate Funding, Nathan Truitt leads the American Forest Foundation’s strategy for funding and financing all of AFF’s programs, with a strong emphasis currently on the rapidly expanding Family Forest Carbon Program.  He was one of a small group of staff from AFF and The Nature Conservancy who conceived of and built the Family Forest Carbon Program to help provide family and individual forest landowners with access to carbon markets.  Since helping to launch FFCP, he has increasingly worked to improve the frameworks for voluntary corporate action, serving in formal and informal advisory roles with Verra’s Scope 3 program, the Land Sector Removal Guidance of the Greenhouse Gas Protocol, and the Integrity Council of the Voluntary Carbon Market (IC-VCM).    

Nathan began his career in the nonprofit world working in international education and development — first as a Peace Corps volunteer in Turkmenistan and later as a program, country, and regional director in Uzbekistan, Serbia, and Kosovo.   He earned his undergraduate degree from Pomona College in Claremont, California and a master’s degree in philanthropy and development from Saint Mary’s University in Winona, Minnesota.

Dr. Jennifer Jenkins
Chief Science Officer, Rubicon Carbon

Dr. Jennifer C. Jenkins oversees the overall quality and integrity of Rubicon Carbon’s credit investments, products, and portfolios.

With a PhD in Ecosystem Science from the University of New Hampshire, a Master of Forest Science from Yale University, an MBA from the University of Maryland, and a BA from Dartmouth College, Jen brings over 30 years in climate science and policy across academia, government, and the private sector. A noted expert in carbon cycling and ecosystem science, she was a co-recipient of the 2007 Nobel Peace Prize as part of the IPCC team and previously held leadership roles at NCX and Enviva.